Anic Equity¶
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Total return since start: 0.604 %¶
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Equity now: -----------------------------> 48992.19 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44823.31 Kr¶
PnL: ---------------------------------------> -124.69 Kr¶
DD now: ---------------------------------> -7.771 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 19:18:32.273278'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.350000 | 1660.860000 | 193.320000 | 13.170000 | 1467.540000 |
| Sedana Medical | 93 | 2.140000 | 2568.660000 | 53.940000 | 2.140000 | 2514.720000 |
| Hoist Finance | 35 | 2.680000 | 1004.500000 | 26.250000 | 2.680000 | 978.250000 |
| Atrium Ljungberg B | 5 | 2.090000 | 952.500000 | 19.500000 | 2.090000 | 933.000000 |
| Orrön Energy | 180 | 0.790000 | 2056.500000 | 18.900000 | 0.930000 | 2037.600000 |
| JM | 6 | 1.810000 | 877.800000 | 15.600000 | 1.810000 | 862.200000 |
| Sagax B | 4 | 1.740000 | 866.800000 | 14.800000 | 1.740000 | 852.000000 |
| Catena | 2 | 1.720000 | 803.200000 | 13.600000 | 1.720000 | 789.600000 |
| Platzer Fastigheter Holding B | 12 | 1.130000 | 969.600000 | 10.800000 | 1.130000 | 958.800000 |
| HEXPOL B | 9 | -0.090000 | 1027.800000 | 9.900000 | 0.970000 | 1017.900000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| BioGaia B | 8 | 0.690000 | 934.400000 | 6.400000 | 0.690000 | 928.000000 |
| Hexatronic Group | 12 | 0.370000 | 968.160000 | 3.600000 | 0.370000 | 964.560000 |
| Clas Ohlson B | 12 | 0.370000 | 974.400000 | 3.600000 | 0.370000 | 970.800000 |
| Biotage | 7 | 0.370000 | 942.900000 | 3.500000 | 0.370000 | 939.400000 |
| Bilia A | 8 | 0.090000 | 900.000000 | 2.400000 | 0.270000 | 897.600000 |
| Gränges | 9 | 0.190000 | 927.900000 | 1.800000 | 0.190000 | 926.100000 |
| AcadeMedia | 8 | -0.500000 | 400.800000 | -0.400000 | -0.100000 | 401.200000 |
| ASSA ABLOY B | 3 | -0.150000 | 775.800000 | -1.200000 | -0.150000 | 777.000000 |
| Byggmax Group | 33 | -0.140000 | 953.040000 | -1.320000 | -0.140000 | 954.360000 |
| EQT | 4 | -0.190000 | 828.000000 | -1.600000 | -0.190000 | 829.600000 |
| SKF B | 5 | -0.640000 | 932.000000 | -6.000000 | -0.640000 | 938.000000 |
| OX2 | 13 | -0.750000 | 940.550000 | -7.150000 | -0.750000 | 947.700000 |
| Alimak Group | 11 | -0.950000 | 917.400000 | -8.800000 | -0.950000 | 926.200000 |
| Creaspac SPAC | 39 | -0.420000 | 3697.200000 | -11.700000 | -0.320000 | 3708.900000 |
| Addnode Group B | 11 | -1.860000 | 901.450000 | -17.050000 | -1.860000 | 918.500000 |
| Nordic Waterproofing Holding | 7 | -2.180000 | 943.600000 | -21.000000 | -2.180000 | 964.600000 |
| VEF | 909 | -1.860000 | 1818.000000 | -27.270000 | -1.480000 | 1845.270000 |
| Latour B | 4 | -4.350000 | 818.000000 | -37.200000 | -4.350000 | 855.200000 |
| Vitec Software Group B | 2 | -3.870000 | 1042.000000 | -42.000000 | -3.870000 | 1084.000000 |
| Bufab | 3 | -4.830000 | 1053.000000 | -53.400000 | -4.830000 | 1106.400000 |
| Indutrade | 5 | -4.410000 | 1161.000000 | -53.500000 | -4.410000 | 1214.500000 |
| Hexagon B | 26 | -1.770000 | 3390.400000 | -61.100000 | -1.770000 | 3451.500000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| BHG Group | 97 | -6.930000 | 1355.090000 | -99.910000 | -6.870000 | 1455.000000 |
| TOTAL | 44823.310000 | -124.690000 | -7.77133% | 44948.000000 |
Updated:¶
'2023-07-03 19:18:49.136524'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
